Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Mengingat pergerakan baru-baru ini di sektor otomotif dan beberapa data industri yang lebih luas, adakah yang memiliki tesis terkini tentang PGM (Platinum, Paladium)? Terutama tertarik pada proyeksi permintaan jangka panjang untuk catalytic converter versus penggunaan yang muncul.
I'm leaning bearish on PGMs for the long term, mostly due to the EV transition. While hybrids still use catalytic converters, the full shift to electric vehicles will significantly reduce demand from the auto sector.
It's a tough call. Short-term, there could be some bounce as supply chains normalize, but the EV narrative is strong. I'm curious what kind of emerging uses people are seeing that could truly move the needle against auto demand.
Good question. I think the market might be underestimating demand from hydrogen fuel cells and other green technologies. Platinum, in particular, could see a resurgence there, offsetting some of the automotive decline.
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